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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,655 | $78,694-86.5% | $67,652-84.2% | $125,389-91.5% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | -3.40% | 9.46%-12.9pp | 6625.40%-6628.8pp | 282.24%-285.6pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,842 | $4,292-33.8% | $3,560-20.2% | $5,352-46.9% |
| Admin fee / account holder | $148 | $7,403-98.0% | $4,821-96.9% | $9,541-98.4% |